Autonomous AI agents for Dynamics 365: workshop

Move from AI curiosity to a concrete roadmap for automation within your Dynamics 365 applications and get the most out of them. With so many new Copilot and agent capabilities available, it’s critical to identify what makes sense for your business—technically, strategically, and operationally. This workshop is designed to guide you through that process step by step.

The offer

Columbus offers a 2–4 hour workshop for organisations using Microsoft Dynamics 365 (Finance, Supply Chain, Sales, Customer Service, Field Service, or Project Operations) to help you:

Facts in short

The workshop can be delivered globally: remotely or on-site, using interactive whiteboarding and facilitation tools. Typical duration: 2–4 hours with business and IT stakeholders. No technical preparation is needed – participants should bring knowledge of current processes, business priorities, and potential pain points in workflows. The output is a prioritised list of automation opportunities (ready-made or custom agents) and a clear next-step proposal for piloting or implementation. Ideal for organisations in manufacturing, retail, distribution, food & beverage, or project-centric industries using Dynamics 365 Finance, Dynamics 365 Supply Chain management, Dynamics 365 Business Central, Dynamics 365 Sales, Dynamics 365 Customer Insights, Dynamics 365 Field Service, Dynamics 365 Customer Service.

Workshop in detail

Stage 1. Preparation & Context Setting: Brief call to tailor the workshop to your Dynamics 365 setup, industry, and key business challenges.

Stage 2. Opportunity Discovery: Facilitated discussion to map out repetitive, manual, or inefficient processes across departments (finance, sales, operations, etc.) and identify AI automation opportunities.

Stage 3. Feasibility & Value Mapping: Evaluate what is technically feasible today using Microsoft's Copilot Studio, Azure OpenAI and existing agent templates—and prioritise use cases by business impact.

Stage 4. Playback & Next Steps: Present the proposed AI use cases and next-step roadmap: recommended agents to develop or deploy, expected benefits, and alignment with Microsoft capabilities.

What you get as the result